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Get Institutions for : 
iShares Dow Jones US Medical Devices (IHI)  
$55.02 0.01 (0.02%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 531    20
Total shares held : 
 39,363,276  
% of shares held : 
 29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -108  
Amount of shares held : 
 -1,543,362  
% of shares held change : 
   -1.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $48.27  
Last Quarter's Ending Price : 
 $53.97  
Last Quarter's Average Price : 
 $48.85  
Change from last quarter's     
avg. price to the last closing  : 
6.17 (12.63%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
36
 1,379,508
 3.5%
 
Increased Positions :
148
 2,814,204
 7.15%
 
Unchanged Positions :
111
 1,980,668
 5.03%
 
Decreased Positions :
236
-4,040,844
-10.27%
 
Closed Positions :
56
-1,696,230
-4.31%
 
Guru Positions :
2
2,103,245
 5.34%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 829 - 2023-12-31 3,299,667 $178,083,000 -45,915
   BANK OF AMERICA CORP /DE/ 739 - 2023-12-31 2,347,120 $126,674,000 -514,453
   LPL FINANCIAL CORP 231 - 2023-12-31 2,297,409 $123,991,000 -492,153
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 161 - 2023-12-31 2,075,745 $112,028,000 -110,248
   ENVESTNET ASSET MANAGEMENT INC 525 - 2023-12-31 1,170,966 $63,197,000 -7,251
   Harel Insurance Investments & Financial Services L 39 - 2023-12-31 723,996 $39,074,000 -26,450
   AMERIPRISE FINANCIAL INC 1066 - 2023-12-31 527,979 $28,489,000 -74,496
   GOLDMAN SACHS GROUP INC/ 1358 - 2023-12-31 493,031 $26,609,000 -11,733
   Advisor Group Holdings Inc. 432 - 2023-12-31 429,277 $23,175,000 -292,551
   RAYMOND JAMES & ASSOCIATES 735 - 2024-03-31 373,951 $21,910,000 -8,254
   COMMONWEALTH EQUITY SERVICES LLC. 453 - 2023-12-31 379,679 $20,491,000 -95,963
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 501 - 2024-03-31 345,215 $20,226,000 -22,597
   BANK HAPOALIM BM - 2023-12-31 272,492 $14,709,000 -5,748
   MACKENZIE FINANCIAL CORP 384 - 2023-12-31 269,360 $14,537,000 -655
   Gerber Kawasaki Wealth & Investment Management 33 - 2023-12-31 242,802 $13,104,000 -66,744
   AE Wealth Management LLC 333 - 2023-12-31 236,109 $13,014,000 -13,146
   Baltimore-Washington Financial Advisors Inc. 42 - 2023-12-31 233,413 $12,597,000 -163,530
   WHARTON BUSINESS GROUP, LLC 34 - 2023-12-31 233,385 $12,596,000 -26,131
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 375 - 2024-03-31 209,673 $12,285,000 -8,462
   Northeast Financial Consultants Inc 27 - 2023-12-31 208,726 $11,265,000 -21,450
   MML INVESTORS SERVICES LLC 352 - 2023-12-31 202,398 $10,923,000 -149,944
   MEANS INVESTMENT CO. INC. 16 - 2024-03-31 177,544 $10,402,000 -22,313
   FINANCIAL NETWORK 341 - 2023-12-31 189,115 $10,207,000 -22,875
   EP WEALTH ADVISORS, INC. 116 - 2023-12-31 162,223 $8,755,000 -2,985
   Hamilton Wealth LLC 12 - 2023-12-31 158,378 $8,548,000 -23,424
   Certified Advisory Corp 21 - 2023-12-31 137,302 $7,410,000 -716
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 426 - 2023-09-30 149,476 $7,250,000 -13,452
   Goss Wealth Management LLC 282 - 2023-12-31 120,972 $6,644,000 -31,586
   JANNEY MONTGOMERY SCOTT LLC 648 - 2023-12-31 117,671 $6,351,000 -53,396
   Lehman & Derafelo Financial Resources LLC 11 - 2022-12-31 119,317 $6,272,000 -2,067
   PEAPACK GLADSTONE FINANCIAL CORP 186 - 2023-12-31 112,165 $6,054,000 -1,478
   Capital Analysts Inc. 76 - 2023-12-31 111,965 $6,043,000 -1,617
   Baird Financial Group Inc. 623 - 2023-12-31 106,733 $5,760,000 -1,031
   FinDec Wealth Services Inc. 12 - 2023-12-31 105,791 $5,710,000 -23,323
   Ahrens Investment Partners LLC 6 - 2023-03-31 104,322 $5,631,000 -24,054
   MARINER WEALTH ADVISORS, LLC 658 - 2023-12-31 100,473 $5,423,000 -15,621
   Hall Private Wealth Advisors 11 - 2023-09-30 111,453 $5,405,000 -80,943
   STIFEL FINANCIAL CORP 1065 - 2023-12-31 99,483 $5,369,000 -4,348
   CMH Wealth Management LLC 36 - 2024-03-31 90,414 $5,297,000 -9,622
   Dynamic Advisors Solutions LLC 160 - 2024-03-31 87,471 $5,125,000 -8,711
   H D Vest Advisory Services 290 - 2023-12-31 88,559 $4,780,000 -23,896
   Charter Oak Capital Management LLC 23 - 2024-03-31 77,220 $4,524,000 -1,312
   Money Design Co.Ltd. 54 - 2024-03-31 74,708 $4,377,000 -14,706
   Kestra Advisory Services LLC 508 - 2023-12-31 79,359 $4,283,000 -1,265
   HIGHTOWER ADVISORS, LLC 1036 - 2023-12-31 78,635 $4,244,000 -5,937
   PNC FINANCIAL SERVICES GROUP INC 683 - 2023-12-31 78,601 $4,242,000 -2,994
   NORTHSTAR ASSET MANAGEMENT LLC 26 - 2024-03-31 68,000 $3,984,000 -2,002
   SOMERSET GROUP LLC 11 - 2023-12-31 65,244 $3,521,000 -48
   Stonebridge Financial Planning Group LLC 10 - 2023-12-31 59,208 $3,195,000 -24,895
   PRUDENTIAL FINANCIAL INC 1162 - 2023-12-31 58,794 $3,173,000 -9,857
   Diversified LLC 15 - 2023-12-31 58,247 $3,144,000 -835
   MADDEN ADVISORY SERVICES, INC. 21 - 2023-12-31 56,047 $3,025,000 -22,965
   HANSON MCCLAIN, INC. 257 - 2024-03-31 48,212 $2,825,000 -5,558
   OPPENHEIMER & CO INC 411 - 2023-12-31 51,416 $2,775,000 -1,301
   US BANCORP 724 - 2023-12-31 51,340 $2,771,000 -5,599
   CIBC WORLD MARKETS INC. 490 - 2023-12-31 44,926 $2,425,000 -5,342
   Sequoia Financial Advisors LLC - 2023-12-31 44,604 $2,407,000 -8,155
   PROEQUITIES INC. 126 - 2023-12-31 43,048 $2,323,000 -50,440
   Armor Investment Advisors LLC 27 - 2024-03-31 37,857 $2,218,000 -343
   CYPRESS ASSET MANAGEMENT INC/TX 46 - 2023-12-31 40,835 $2,204,000 -990
   Sowell Financial Services LLC - 2023-12-31 40,613 $2,192,000 -1,225
   OAK FAMILY ADVISORS LLC 38 - 2024-03-31 37,331 $2,187,000 -173
   Gray Wealth Management Inc. 21 - 2023-12-31 40,140 $2,166,000 -3,648
   HAZLETT BURT & WATSON INC. - 2023-12-31 39,065 $2,104,000 -6,530
   Ameritas Advisory Services LLC 168 - 2023-12-31 38,408 $2,098,000 -22,128
   Miracle Mile Advisors LLC 181 - 2024-03-31 34,871 $2,043,000 -127
   Banque Cantonale Vaudoise 258 - 2024-03-31 32,935 $1,930,000 -1,400
   PALLADIEM LLC 18 - 2023-09-30 38,450 $1,865,000 -295
   Thrive Capital Management LLC 34 - 2023-12-31 34,316 $1,852,000 -2,276
   Parallel Advisors LLC 223 - 2023-12-31 33,342 $1,799,000 -1,145
   PINNACLE ASSOCIATES LTD 394 - 2024-03-31 29,776 $1,745,000 -1,290
   PFG Investments LLC 221 - 2024-03-31 29,782 $1,745,000 -25,403
   J.W. COLE ADVISORS INC. 211 - 2023-12-31 31,843 $1,719,000 -1,096
   VALLEY FINANCIAL MANAGEMENT INC. 28 - 2023-06-30 30,274 $1,709,000 -569
   Rockefeller Capital Management L.P. 967 - 2023-12-31 31,553 $1,703,000 -22,749
   SFI Advisors LLC 26 - 2023-12-31 31,271 $1,688,000 -27,375
   MONTECITO BANK & TRUST 69 - 2024-03-31 28,327 $1,660,000 -2,376
   BANK OF MONTREAL /CAN/ 1420 - 2023-12-31 30,007 $1,625,000 -14,113
   GAMBLE JONES MORPHY & BENT 90 - 2022-12-31 30,107 $1,583,000 -256
   CIC Wealth LLC 51 - 2024-03-31 26,625 $1,560,000 -2,461
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 92 - 2023-12-31 28,841 $1,557,000 -1,016
   TruWealth Advisors LLC 76 - 2024-03-31 26,399 $1,547,000 -2,812
   MULTIFINANCIAL SECURITIES CORP 599 - 2023-12-31 28,484 $1,537,000 -2,656
   Steward Partners Investment Advisory LLC 581 - 2023-12-31 28,217 $1,523,000 -26,667
   NBC SECURITIES INC. 148 - 2024-03-31 25,833 $1,513,000 -766
   LINCOLN NATIONAL CORP 349 - 2023-12-31 27,929 $1,507,000 -39,687
   Live Oak Private Wealth LLC 75 - 2024-03-31 25,705 $1,506,000 -445
   Integrated Advisors Network LLC 229 - 2023-12-31 27,796 $1,500,000 -4,742
   REGIONS FINANCIAL CORP 429 - 2024-03-31 24,482 $1,434,000 -107
   OGOREK ANTHONY JOSEPH /NY/ /ADV 33 - 2023-12-31 26,006 $1,403,000 -47,545
   PACIFIC SUN FINANCIAL CORP 33 - 2023-12-31 25,199 $1,360,000 -915
   CITADEL ADVISORS LLC 2678 - 2023-12-31 24,245 $1,309,000 -24,561
   IHT Wealth Management LLC 318 - 2023-12-31 24,067 $1,299,000 -5,538
   NATIONAL BANK OF CANADA /FI/ 964 - 2023-12-31 23,155 $1,241,000 -2,795
   CITIGROUP INC 1942 - 2023-12-31 22,362 $1,207,000 -16,696
   CREATIVE PLANNING 1146 - 2023-12-31 21,954 $1,185,000 -3,245
   HARBOUR INVESTMENTS INC. 325 - 2023-12-31 21,834 $1,178,000 -264
   PARAGON FINANCIAL PARTNERS INC. 20 - 2024-03-31 18,865 $1,105,000 -600
   Orion Portfolio Solutions LLC 897 - 2023-12-31 20,231 $1,102,000 -1,470
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 239 - 2024-03-31 18,755 $1,099,000 -873
  100 Records found
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